Concord Wealth Partners Spdr S&P 600 Small Cap Value E Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025

A detailed history of Concord Wealth Partners transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Concord Wealth Partners holds 4,183 shares of SLYV stock, worth $307,952. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,183
Previous 114,974 96.36%
Holding current value
$307,952
Previous $10 Million 96.74%
% of portfolio
0.05%
Previous 1.66%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$77.33 - $90.16 $8.57 Million - $9.99 Million
-110,791 Reduced 96.36%
4,183 $327,000
Q4 2024

Jan 23, 2025
SELL
$84.34 - $95.14 $798,025 - $900,214
-9,462 Reduced 7.6%
114,974 $10 Million
Q3 2024

Oct 24, 2024
BUY
$77.23 - $87.97 $418,895 - $477,149
5,424 Added 4.56%
124,436 $10.8 Million
Q2 2024

Jul 31, 2024
BUY
$76.01 - $82.53 $103,677 - $112,570
1,364 Added 1.16%
119,012 $9.32 Million
Q1 2024

Apr 30, 2024
SELL
$77.43 - $82.98 $712,588 - $763,664
-9,203 Reduced 7.25%
117,648 $9.76 Million
Q4 2023

Apr 30, 2024
SELL
$66.67 - $84.55 $615,297 - $780,311
-9,229 Reduced 6.78%
126,851 $10.6 Million
Q4 2023

Feb 05, 2024
SELL
$66.67 - $84.55 $615,297 - $780,311
-9,229 Reduced 6.78%
126,851 $10.6 Million
Q3 2023

Apr 30, 2024
BUY
$71.19 - $81.84 $657,012 - $755,301
9,229 Added 7.28%
136,080 $9.85 Million
Q3 2023

Oct 25, 2023
BUY
$71.19 - $81.84 $1.11 Million - $1.28 Million
15,642 Added 12.99%
136,080 $9.85 Million
Q2 2023

Aug 07, 2023
BUY
$71.23 - $78.02 $2.65 Million - $2.9 Million
37,206 Added 44.7%
120,438 $9.3 Million
Q1 2023

Apr 26, 2023
BUY
$72.3 - $86.64 $1.29 Million - $1.55 Million
17,865 Added 27.33%
83,232 $6.34 Million
Q4 2022

Jan 27, 2023
BUY
$68.86 - $79.8 $1.44 Million - $1.66 Million
20,858 Added 46.86%
65,367 $4.85 Million
Q3 2022

Nov 10, 2022
BUY
$67.14 - $82.32 $705,372 - $864,853
10,506 Added 30.9%
44,509 $2.99 Million
Q2 2022

Aug 04, 2022
SELL
$70.38 - $84.1 $95,364 - $113,955
-1,355 Reduced 3.83%
34,003 $2.46 Million
Q1 2022

Apr 20, 2022
BUY
$78.85 - $87.08 $26,651 - $29,433
338 Added 0.97%
35,358 $2.95 Million
Q4 2021

Jan 21, 2022
BUY
$80.48 - $90.28 $956,263 - $1.07 Million
11,882 Added 51.35%
35,020 $2.97 Million
Q3 2021

Nov 09, 2021
SELL
$78.25 - $86.49 $680,931 - $752,635
-8,702 Reduced 27.33%
23,138 $1.9 Million
Q2 2021

Jul 29, 2021
BUY
$80.72 - $89.85 $498,042 - $554,374
6,170 Added 24.04%
31,840 $2.73 Million
Q1 2021

May 13, 2021
BUY
$65.44 - $87.88 $1.46 Million - $1.97 Million
22,363 Added 676.23%
25,670 $2.11 Million
Q4 2020

Feb 16, 2021
BUY
$50.84 - $66.37 $168,127 - $219,485
3,307 New
3,307 $219,000

Others Institutions Holding SLYV

# of Institutions
636
Shares Held
31.3M
Call Options Held
6.4K
Put Options Held
600
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
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